Transactions

Transactions are essentially forms that contain data. Every app has a transaction list and every transaction in the list will have the same form layout but will usually have different data.

When you open an app from the dashboard you will see the transaction list for that app. Each file in the transaction list contains unique data for a particular transaction. The transaction list has the following main sections:

Transactions

Each transaction has its own data. It can be viewed and edited like a document on your computer.

Transaction List

All transactions are displayed in a list. The order can be changed by clicking the column headers.

Transaction Actions

After checking the box beside a transaction, you can perform an action on it. You can also perform general actions that don’t apply to a specific transaction.

Transaction Actions

The following actions can be performed on the files in the transaction list.